Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
13+ 0.18% |
$1.08K - $1.26K
|
7.14K
$643K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
12+ 0.51% |
$1K - $1.17K
|
2.36K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12+ 0.45% |
$1K - $1.17K
|
2.67K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
12+ 0.24% |
$1K - $1.17K
|
4.92K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11+ 0.8% |
$917 - $1.07K
|
1.38K
$124K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$917 - $1.07K
|
11
$991
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11+ 0.46% |
$917 - $1.07K
|
2.39K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 0.28% |
$917 - $1.07K
|
3.99K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
10+ 0.11% |
$833 - $973
|
9.44K
$851K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.81% |
$833 - $973
|
1.24K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10+ 50.0% |
$833 - $973
|
30
$2.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.31% |
$833 - $973
|
3.25K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9+ 0.11% |
$750 - $875
|
7.98K
$719K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9+ 0.29% |
$750 - $875
|
3.09K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8+ 0.05% |
$667 - $778
|
16.3K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.23% |
$667 - $778
|
3.56K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8+ 0.18% |
$667 - $778
|
4.52K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7+ 1.73% |
$583 - $681
|
412
$37.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7+ 0.28% |
$583 - $681
|
2.49K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.08% |
$583 - $681
|
9.05K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.87% |
$583 - $681
|
814
$73.3K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 0.17% |
$583 - $681
|
4.21K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.03% |
$500 - $584
|
21.4K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.83% |
$500 - $584
|
728
$65.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 2.64% |
$500 - $584
|
233
$21K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 2.67% |
$417 - $486
|
192
$17.3K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
5+ 3.27% |
$417 - $486
|
158
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.02% |
$333 - $389
|
24K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.09% |
$333 - $389
|
4.55K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.4% |
$333 - $389
|
1K
$90.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3+ 0.84% |
$250 - $292
|
359
$32.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.1% |
$250 - $292
|
3.08K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$250 - $292
|
3.36K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3+ 15.0% |
$250 - $292
|
23
$2.07K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.54% |
$250 - $292
|
562
$50.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$167 - $195
|
4.71K
$424K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.34% |
$167 - $195
|
584
$52.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.53% |
$167 - $195
|
378
$34K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 1.03% |
$167 - $195
|
196
$17.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.84% |
$167 - $195
|
241
$21.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.54% |
$167 - $195
|
371
$33.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.6% |
$167 - $195
|
338
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.63% |
$83.3 - $97.3
|
39
$3.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$83.3 - $97.3
|
18.7K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.41% |
$83.3 - $97.3
|
246
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.34% |
$83.3 - $97.3
|
293
$26.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$83.3 - $97.3
|
14.9K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
1+ 0.03% |
$83.3 - $97.3
|
2.93K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.56% |
$83.3 - $97.3
|
181
$16.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1+ 0.04% |
$83.3 - $97.3
|
2.43K
$219K
|